LGT Financial Advisors’s Advanced Drainage Systems WMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-26
| Closed | -$3.01K | – | 729 |
|
|
2024
Q4 | $3.01K | Sell |
26
-69
| -73% | -$7.98K | 0.01% | 638 |
|
|
2024
Q3 | $14.9K | Sell |
95
-14
| -13% | -$2.2K | 0.04% | 342 |
|
|
2024
Q2 | $17.5K | Buy |
109
+67
| +160% | +$10.7K | 0.04% | 338 |
|
|
2024
Q1 | $7.23K | Hold |
42
| – | – | 0.01% | 546 |
|
|
2023
Q4 | $5.91K | Hold |
42
| – | – | 0.01% | 599 |
|
|
2023
Q3 | $4.78K | Buy |
+42
| New | +$4.78K | 0.01% | 631 |
|